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Short courses

Agent And Team Assignment Course


Description
This short course will show you how you can set up agent and team assignments on your Fixflo site to help streamline your processes.

This course will save your progress, so you can revisit modules at any time.

Enjoy the course!

Content
  • Course agenda
  • Agent & Team Assignment Agenda
  • Adding New Agents Onto Fixflo (12 minutes)
  • Video: Adding new agents onto Fixflo (5 minutes)
  • Key learnings: Benefits of adding new agents on Fixflo
  • Interaction slide: Adding a new agent onto Fixflo
  • Key learnings: Things to do before you archive an agent from Fixflo
  • Quiz: Adding new agents onto Fixflo (4 questions)
  • Assignments available on Fixflo (5 minutes)
  • Video: Assignments available on Fixflo (2 minutes)
  • Key learnings- Assignments you can set up on Fixflo
  • Quiz: Assignments you can set up on Fixflo (2 questions)
  • Setting up property assignments (10 minutes)
  • Video: Setting up property assignments (4 minutes)
  • Key learnings: Setting up property assignment on Fixflo
  • Interaction slide: Bulk assigning properties on Fixflo
  • Interaction slide: Assigning a one off property on Fixflo
  • Quiz: Setting up property assignments on Fixflo (3 questions)
  • Setting up landlord assignments (5 minutes)
  • Video: Setting up landlord assignments (2 minutes)
  • Key learnings: Setting up landlord assignments
  • Interaction slide: Setting up landlord assignment
  • Quiz: Setting up landlord assignments (1 question)
  • Setting up postcode assignments (5 minutes)
  • Video: Setting up postcode assignments (3 minutes)
  • Key learnings: Setting up postcode assignments on Fixflo
  • Interaction slide: Setting up postcode assignments for an agent on Fixflo
  • Quiz: Setting up postcode assignments (1 question)
  • Unassigned issues (5 minutes)
  • Video: Understanding unassigned issues (2 minutes)
  • Key learnings: Unassigned issues
  • Interaction slide: Unassigned issues
  • Quiz: Unassigned issues (4 questions)
  • Understanding user roles and permissions (5 minutes)
  • Video: Understanding user roles and permissions (3 minutes)
  • Key learning slide: User roles and permissions
  • Interaction slide: User roles and permissions
  • Quiz: User roles and permissions (3 questions)
  • Seeing an overview of issue assignments (5 minutes)
  • Video: Seeing an overview of issue assignments (3 minutes)
  • Key learning slid: Property managers on Fixflo
  • Interaction slide: Seeing an overview of your issues and assignments
  • Quiz: Seeing an overview of issue assignments (3 questions)
  • Adding teams onto Fixflo (7 minutes)
  • Video: Adding teams onto Fixflo (4 minutes)
  • Key learning slide: Benefits of having teams set up on Fixflo
  • Interaction slide: Adding teams onto Fixflo
  • Quiz: Teams on Fixflo
  • Feedback
  • Feedback survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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